Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $561,336 | $275,752+103.6% | $256,809+118.6% | $198,609+182.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.46% | 34.81%-17.4pp | 32.73%-15.3pp | 202.70%-185.2pp |
| Employer contribution / active EE | $25,539 | $7,721+230.8% | $7,263+251.6% | $5,055+405.2% |
| Participant deferral / active EE | $15,140 | $10,037+50.8% | $9,520+59.0% | $6,977+117.0% |
| Admin fee / account holder | $2,700 | $25,716-89.5% | $25,146-89.3% | $19,030-85.8% |